KF
IGV icon

KKM Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

KKM Financial’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Hold
44,307
– – 0.83% 54
2025
Q4 		$4.68M Sell
44,307
-2,451
-5% -$269K 0.83% 54
2025
Q3 		$5.38M Buy
46,758
+1,397
+3% +$155K 1.69% 15
2025
Q2 		$4.99M Sell
45,361
-3,885
-8% -$384K 1.74% 13
2025
Q1 		$4.56M Sell
49,246
-627
-1% -$61.9K 1.93% 7
2024
Q4 		$5.06M Buy
49,873
+10,902
+28% +$1.08M 2.11% 7
2024
Q3 		$3.48M Sell
38,971
-3,768
-9% -$323K 1.72% 12
2024
Q2 		$3.82M Sell
42,739
-3,204
-7% -$263K 1.81% 9
2024
Q1 		$3.92M Buy
45,943
+16,568
+56% +$1.4M 1.91% 8
2023
Q4 		$2.38M Buy
+29,375
New +$2.17M 1.5% 17

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return